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Trending Now 2022 The Recession

If I wanted to see if it was raining in, say, Zimbabwe, all I’d have to do is load my favorite weather app and I’d

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August 10, 2022

Three Things to Know About Bear Markets

After two years, the bear is back.  That means it’s time to review three things every investor should know about how to take advantage –

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July 5, 2022

It’s Time to Have “The Estate Plan Talk”

Talking with loved ones about estate planning and inheritance can be challenging, especially as it centers around two taboo topics- money and death. But talking

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July 1, 2022

How to Weather a Market Correction

Sometimes stock prices drop across the entire market at once triggered by a range of things, such as natural disaster, political turmoil, concerns over rising

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July 1, 2022

How Women Can Overcome Obstacles to Retirement

Retirement planning requires forethought, discipline, and the juggling of many moving parts. Staying on track to meet financial goals can be tricky for anyone, but

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June 1, 2022

Why Investors Should Avoid Overconcentration

A concentrated position in a single stock can happen to investors for many reasons. They may receive company stock as part of their employee compensation

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June 1, 2022
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Women and Wealth: Taking Charge of Your Finances

When it comes to financial planning, women are likely to face different challenges than men. For one, they earn less than men on average, and

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March 16, 2021
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How a Biden Administration May Affect the Markets

First off, this article has nothing to do with politics.  It has everything to do with investing. On Saturday, November 7, major news outlets called

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November 19, 2020
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Preparing for the Election and it’s Aftermath

Pandemics and protests.  Wildfires, market crashes, and a recession.  If someone ever tries to tell the story of 2020 on film, it will take more

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October 19, 2020
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1 As reported by Financial Planning magazine, June 1996-2021, based on total revenue.
2 Cerulli Associates, 2019 U.S. RIA Marketplace Report
3 2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.
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  • Home
  • Planning Solutions
    • Financial Planning
    • Your Financial House™
    • Life Insurance Planning
    • Long Term Care Insurance Planning
    • Disability Insurance Planning
  • Investment Management
    • Portfolio Strategies
    • The Power of Fiduciary Advice
    • Fee Based Advice
    • Building Your Portfolio
  • Experience The Difference
    • Our Process
    • Straightforward Fees
    • Remote Clients
    • In-Home Visits
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    • Our Partnership – LPL Financial
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